+114.0%
CSCO vs PAYC
-53.3%
+167.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.4% | +0.6% |
| 7D | -0.5% | -7.9% | +7.4% | +0.4% |
| 30D | -10.1% | +2.1% | -12.2% | -10.4% |
| 3M | -11.7% | +61.8% | -73.5% | -17.5% |
| 6M | +40.1% | +59.9% | -19.8% | +30.7% |
| YTD | +43.8% | +38.5% | +5.3% | +36.8% |
| 1Y | +66.6% | -1.4% | +68.0% | +66.9% |
| 3Y | +108.5% | -21.0% | +129.5% | +111.1% |
| 5Y | +114.0% | -52.9% | +166.9% | +120.1% |
| All | +114.0% | -53.3% | +167.3% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling